Tasks represent individual work items that help you achieve your medical device documentation and regulatory compliance. Each task is associated with a specific document and contains a set of inputs that you need to fill in.

Tasks vary in user input, while some documents are automatically generated, others require you to fill in a form or upload certain information.

Task States

Tasks can be in one of the following states:

Locked

This task is dependent on another task that is not yet complete. Click on the task to show task dependencies. The preceding tasks must reach at least the Unapproved state to unlock this task. After generating the listed tasks you can come back and start working on this task.

FormlyAI will automatically guide you to the preceding tasks to complete them first.

Available

The task is available for you to start working on. Clicking on the task will transition it into the Draft state and open the wizard.

Draft

The document for this task is being drafted and requires your input. Leaving the wizard without generating the document will keep the task in the Draft state.

Unapproved

The document was generated and can still be edited or sent out for approval.

Some tasks don’t require approval and will stay in the Unapproved state.

Live

The task has been completed, approved, and is now active in your documentation.